See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,978 | $135,635+123.4% | $110,238+174.8% | $135,375+123.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.00% | 513.19%-510.2pp | 314.74%-311.7pp | 519.73%-516.7pp |
| Employer contribution / active EE | $24,331 | $4,906+395.9% | $3,826+535.9% | $4,779+409.1% |
| Participant deferral / active EE | $12,250 | $5,506+122.5% | $4,672+162.2% | $5,609+118.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |